Morgan Stanley Private Wealth Management

The Fowler Bull Group

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The Fowler Bull Group

We help you create and implement investment portfolios designed to grow and protect your assets with an emphasis on cash flow growth.



As the Denver team of Morgan Stanley Private Wealth Management, we work with a select clientele of affluent families and institutions from across the mountain states and beyond. Our clients are dynamic people who have built and led successful enterprises and created significant wealth in the process. Our goal is to help them create, implement and maintain highly customized investment strategies to protect their assets, support their lifestyles and leave enduring legacies. 

Our team consists of three partners and four analysts. We combine our individual talents into a cohesive team focused on your success. Drawing upon our own experience and the vast global resources of Morgan Stanley, we deliver comprehensive wealth management capabilities, provide an exceptional level of service and dedicate ourselves to helping you achieve your goals.

  • We focus exclusively on a small number of families with significant financial resources, so we can provide each with the highest levels of service.
  • We follow a discipline approach to investing focusing on quality, liquidity, transparency and year-over-year cash flow growth.
  • For over 20 years, we have helped successful entrepreneurs and executives create tax-efficient strategies to manage concentrated equity positions and low basis securities, and transfer wealth to younger generations.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.


  • Comprehensive Wealth Planning
  • Investment Management
  • Proprietary Investment Opportunities
  • Risk Management
  • Philanthropy Management
  • Pre-Liquidity Planning
  • Hedging Strategies
  • Consolidated Reporting
  • Manager Selection
  • Family Governance & Wealth Education
  • Open-Architecture Platform
  • 10b5-(1) Programs

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth.  Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

  • Manage investments with an unwavering focus on your financial strategy and personal goals
  • Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
  • Simplify financial complexity to help you achieve clarity and control 

Private Wealth Management Highlights
  • Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
  • Over $300 billion in AUM2
  • Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163
  • Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

1 Morgan Stanley Internal Compensable Revenue Report, July 21, 2016
2 Morgan Stanley Wealth Management, December 31, 2016
3 Barron’s Top 100 Financial Advisors, April 16, 2016

Our Clients


We work with a relatively small number of uncommonly successful executives and entrepreneurs and a select group of institutional clients. Many have created significant wealth in Colorado’s leading industries: energy, real estate, telecommunications, media and technology. Others live further away, or have found other pathways to success. They are all intelligent, sophisticated people who, rightfully, have high demands of their key advisors. They appreciate candor, competence and attention to detail. They look to us for an experienced perspective, world-class resources and honest, forthright advice. We understand that our success is wholly dependent on their trust and satisfaction, and have dedicated ourselves to helping each of our clients succeed on their own terms.



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Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.



  • Forbes Magazine | Top 100 Financial Advisors | Shawn Fowler | 2017
  • Barron’s | America's Top 100 Financial Advisors | Shawn Fowler | 2017
  • Barron's | #1 Financial Advisor in Colorado | Shawn Fowler | 2014-2017
  • OnWallStreet | The Top 40 Advisers Under 40 | Maxwell Bull | 2017 & 2018
  • Forbes Magazine | America's Top Next Generation Wealth Advisors | Maxwell Bull | 2017
  • Financial Times’ | Top 400 Financial Advisors | Shawn Fowler | 2014-2016



  • 1550 Market St, Suite 600
  • Denver, CO 80202

    Meet the Professionals

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Private Banking Solutions
    • Family Governance & Wealth Education
    • Lifestyle Advisory
    • Business Services

    Insights and Outcomes

    Thought Leadership from our Morgan Stanley ARC specialists for our ultra high net worth clients, which contains thought-provoking articles, authored by some of the Advanced Resources Center’s leading experts.

    We invite you to contact us.

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    The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

    Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice.  Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration.  Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

    See the Financial Advisors Biographies for Registration and Licensing information.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

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